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  • Contact Us
  • Office Number: (703) 654-6019
logo
  • About
    • Team Members
    • Bobby’s Blog
    • Teamwork Philosophy
  • Client Dashboard
    • Document Hub
    • Action Step Portal
    • Training for Helpers & Beneficiaries
    • Make a Payment
    • Client Suggestion Box
    • For Business Clients
  • Services
    • Estate Planning
    • Business Planning
    • Legacy Planning
    • Veteran’s Benefits
    • Medicaid Planning
    • Special Needs Planning
    • Trust & Probate Administration
    • Irrevocable Life Insurance Trusts
  • Events
  • Resources
    • FAQs
    • Overview of DocuBank
    • How to Approach Disability Planning
    • Resource Partners
    • Helpful Sites
    • Senior Handbook
    • CE Credits for Financial Professionals
    • Recommended Reading List
  • Payment
  • InSight Portal
  • Contact Us
  • Office Number: (703) 654-6019
mobile logo
  • About
    • Team Members
    • Bobby’s Blog
    • Teamwork Philosophy
  • Client Dashboard
    • Document Hub
    • Action Step Portal
    • Training for Helpers & Beneficiaries
    • Make a Payment
    • Client Suggestion Box
    • For Business Clients
  • Services
    • Estate Planning
    • Business Planning
    • Legacy Planning
    • Veteran’s Benefits
    • Medicaid Planning
    • Special Needs Planning
    • Trust & Probate Administration
    • Irrevocable Life Insurance Trusts
  • Events
  • Resources
    • FAQs
    • Overview of DocuBank
    • How to Approach Disability Planning
    • Resource Partners
    • Helpful Sites
    • Senior Handbook
    • CE Credits for Financial Professionals
    • Recommended Reading List
  • Payment
  • InSight Portal
  • Contact Us
  • Office Number: (703) 654-6019
 

Documents

  • 2020 1st Half Calendar

  • Personal Legacy Declaration

  • Letter of Instruction to Health Care Agent

  • Instructions for Final Arrangements

  • Hypothetical Scenarios

  • Letter of Instruction to Guardians and Trustees (Minor Children Checklist)

  • Special Stuff – Fillable Worksheet

  • Member Agreement

 

 

Where to Find Us

Office Address

44365 Premier Plaza, Suite 200

Ashburn, VA 20147

Get Directions Here

703.654.6019

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